+33,471.1%
ORCL vs GWW
+14,492.5%
+18,978.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.7% |
| 7D | +5.3% | +1.4% | +3.9% | +4.7% |
| 30D | +10.0% | +3.3% | +6.7% | +8.5% |
| 3M | -32.6% | +2.9% | -35.5% | -33.7% |
| 6M | +4.9% | +15.8% | -10.9% | -2.3% |
| YTD | -17.8% | +32.0% | -49.8% | -28.1% |
| 1Y | -28.0% | +29.9% | -57.9% | -37.1% |
| 3Y | +36.0% | +91.1% | -55.1% | -0.7% |
| 5Y | +88.7% | +223.9% | -135.2% | +6.9% |
| 10Y | +346.9% | +567.0% | -220.1% | +68.9% |
| All | +33,471.1% | +14,492.5% | +18,978.6% | +2,154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GWW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling